EB
EB

Eugene Buhman

35 Years of Experience
York, NE
1 DisclosureBrokerSells Insurance

Eugene Buhman is a registered investment advisor at Ameritas Advisory Services, LLC, based in York, NE, with 35 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:None

Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:

  • Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
  • Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
  • Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
  • Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
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Location

308 W 6th St, York, NE, 68467

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History

Regulatory History (1)
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Customer Dispute
October 2018
Settled
Other Business ActivitiesSells Insurance

Eugene is a licensed independent insurance agent selling fixed insurance products since 1990, dedicating a few hours per week. He is also a manager at G-B Financial Services, LLC, spending more than full-time hours on sales, advisory services, and management, and an employee of BGS Financial Strategies for tax purposes, spending a few hours per week.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 6 mos
Ameritas Investment Company, LLCBroker
January 1991 - Present · 35 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
July 1997 - November 2021 · 24 yrs 4 mos
State Registrations1 state
NE
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.